Keep every client looked after
A missed review is invisible until it isn't. Clients ties annual reviews, ongoing servicing, compliance records and fees to every client, so nothing slips and your whole team knows where things stand.
30 minutes. No sales pressure.
Why it matters
Servicing that runs on a system, not on memory.
Winning a client is the start of the obligation, not the end of it. Clients keeps every review, task and record where the whole team can see it, so you spend less time chasing information and more time looking after people.
Annual reviews on track
See which reviews are due, done, or overdue across your whole client base. No more spreadsheets to track it.
Every client gets the same standard
Define how clients should be serviced and make sure every adviser follows the same process.
Nothing gets forgotten
Reminders for review dates, follow-ups, and outstanding tasks. The system chases so you don't have to.
Always ready for an audit
Everything is tracked and timestamped automatically. When compliance asks, the answer is already there.
Annual reviews
Every review, due or done, on one screen.
Schedule reviews for each client and let the system remind you as dates approach. Track what's due, in progress or completed across the whole firm, so your ongoing servicing obligations are a view, not a year-end panic.
How to streamline annual reviews in your practiceCompliance
The records build themselves while you work.
Every action on a client record is logged with a timestamp and user attribution. Documents are versioned, communication history stays against the client, and structured workflows keep servicing consistent. When compliance asks, the answer is already there.
How we protect client dataWhat you get
Everything you need to manage clients properly.
Never miss a review
See what's due and get reminded before deadlines pass.
Everything about a client, one place
History, documents, tasks, notes, and fees. All in one view.
Compliance built into how you work
Structured workflows that keep you on the right side of regulation without extra effort.
Documents tied to clients
Store, version, and find client documents without digging through shared drives.
Work the way your firm works
Set up servicing workflows that match your process, not someone else's.
See how your servicing is going
Review completion rates, outstanding tasks, and team workload at a glance.
Customer stories
From the people who know it best.
“Glimzer is a fast, easy-to-use CRM for day-to-day work. Having all clients, tasks, and workflows in one place makes it much easier to stay organised and on top of everything. The ability to transfer tasks between colleagues and use automated workflows has made our daily processes far more efficient and seamless.”
Joanne Atkinson
Client Service & Support
“The biggest changes are control and visibility. All of our new and existing client activity and data is in one place, so fewer things get missed and we spend less time on admin.”
Richard Smith
Independent Financial Adviser
The full lifecycle
Pipeline wins them. Clients keeps them.
Pipeline handles lead-to-client conversion, and Clients takes over for ongoing servicing. Together they cover the full client lifecycle from first contact through to long-term relationship management, in one system the whole firm works from.
FAQ
Frequently asked questions.
What is Clients in Glimzer?
Clients is Glimzer’s client servicing workspace. It helps financial advice firms manage ongoing client relationships, track annual reviews, and maintain the records needed for compliance, all from one system.
How does Clients help with annual reviews?
Clients lets you schedule annual reviews for each client and sends automated reminders as review dates approach. You can track which reviews are due, in progress, or completed, giving you a clear picture of your servicing obligations across the firm.
Can I set reminders for client servicing tasks?
Yes. You can create tasks with due dates and automated reminders for any client servicing activity, including annual reviews, document requests, follow-up calls, or ad-hoc check-ins. Reminders help ensure nothing is missed.
How does Clients support compliance record-keeping?
Every action taken on a client record is logged with a timestamp and user attribution. Document versions are tracked, and communication history is stored against the client profile, so your client records stay complete and easy to evidence.
Can I use Clients alongside Pipeline?
Yes. Pipeline handles lead-to-client conversion, and Clients takes over for ongoing servicing. Together they cover the full client lifecycle from first contact through to long-term relationship management.
Spend less of your week on admin.
Book a 30-minute demo and see how Clients takes the chasing, tracking and record-keeping off your plate, in a system your team will actually enjoy using.
No sales pressure.